@RealJimChanos Avatar @RealJimChanos James Chanos

James Chanos, a well-known investor and short-seller, is criticizing companies, particularly those in the AI and data center sectors, such as $IREN, for their financials and business practices. He is questioning their capital expenditures, revenue projections, and return on investment. Chanos' comments have sparked discussions and debates among analysts and investors on social media platforms.

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Social Influence

Social category influence stocks #2034 finance 23.89% technology brands 15.93% automotive brands 11.5% cryptocurrencies #1209 celebrities #4978 nfl 1.77% countries 0.88% financial services 0.88%

Social topic influence $tsla 9.73%, $cvna 8.85%, ai 7.96%, spacex 7.08%, bitcoin #513, xai 5.31%, tesla 5.31%, $hood #32, market 4.42%, business 4.42%

Top accounts mentioned or mentioned by @finnbarian @mapotherthimas @gothamresearch @spacex @dfaagh9876 @grok @xai @meccarchitect @indrastocks @kshaughnessy2 @baparish @dougkass @zuckermanroy @snowballhustle @peterdiamandis @jmoore1123 @swaminonymous @dariocpx @lawrencelepard @powerlunch

Top assets mentioned Tesla, Inc. (TSLA) Carvana Co. (CVNA) Bitcoin (BTC) Robinhood Markets, Inc. (HOOD) Strategy (MSTR) Iris Energy Limited (IREN) NVIDIA Corp. (NVDA) Erie Indemnity Co. (ERIE) CoreWeave, Inc (CRWV) Microsoft Corp. (MSFT) Ally Financial, Inc. (ALLY) IBM (IBM) Equinix Inc (EQIX) Digital Realty Trust Inc (DLR) Chainlink (LINK) SPX6900 (SPX) Ormat Technologies, Inc. (ORA) World Liberty Financial (WLFI) Blackstone, Inc. (BX) CarMax, Inc (KMX) Strategy Incorporated (STRF) Strike (STRK) Stride (STRD)

Top Social Posts

Top posts by engagements in the last [--] hours

"Your occasional reminder that Hyundai Motors(005380 KS) which owns Boston Dynamics (actual autonomous robots) and is testing a Level [--] autonomous driving system trades at 1x revenues and 8x EBITDA. This would value $TSLA at $30 to $50 per share. Boston Dynamics dropped a new Atlas video. Do you think Atlas is the most advanced humanoid robot in the world https://t.co/KT1apDjvhE Boston Dynamics dropped a new Atlas video. Do you think Atlas is the most advanced humanoid robot in the world https://t.co/KT1apDjvhE"
X Link 2024-10-31T18:59Z 59.2K followers, 714.7K engagements

"Can you imagine any other CEO with a plunging stock saying The story of the day is that our junk debt is still trading at par $MSTR #LowBar "The story of the day is Stretch closes at $100 exactly how it was engineered to perform." - Strategy CEO @PhongLe on $STRC https://t.co/kscPyKOh1m "The story of the day is Stretch closes at $100 exactly how it was engineered to perform." - Strategy CEO @PhongLe on $STRC https://t.co/kscPyKOh1m"
X Link 2026-02-11T22:29Z 59.2K followers, 63.1K engagements

"Fact Check: True Chicagos major selling point is its proximity to Wisconsin Chicagos major selling point is its proximity to Wisconsin"
X Link 2026-02-08T16:34Z 59.2K followers, 17.4K engagements

"(2) The S&P Total Return Index since then is up over 70%. An actual bear market would be devastating to their customer base. $HOOD"
X Link 2026-02-11T18:45Z 59.2K followers, 18.1K engagements

"What are we even doing here Bitcoin up or down [--] minute up/down crypto polymarkets are now live. Powered & secured by Chainlink 🤝 https://t.co/d4PDruOEsz Bitcoin up or down [--] minute up/down crypto polymarkets are now live. Powered & secured by Chainlink 🤝 https://t.co/d4PDruOEsz"
X Link 2026-02-13T22:38Z 59.2K followers, 165.2K engagements

"@PeterDiamandis Thats because most of those cars are all needed at the same time to commute to/from work. This is the Great Robotaxi Demand Fallacy"
X Link 2026-02-14T01:18Z 59.2K followers, 11.8K engagements

"It looks like $METAs depreciable life on its capital base ($210B at 6/30/25) was 11-12 years as of the 2Q. If the true economic life on its GPUs is actually 2-3 years most of its profits are materially overstated"
X Link 2025-07-30T22:50Z 59.1K followers, 903K engagements

"So almost 100% of the current US Savings Rate ($1.3T) is retail investors buying equities. We have just witnessed the largest Retail Investor buying EVER. Retail has bought over +$100B of US stocks in the last month the largest 1M buying on record. $SPX $QQQ $IWM $NVDA $TSLA https://t.co/zkdNpkPJEh We have just witnessed the largest Retail Investor buying EVER. Retail has bought over +$100B of US stocks in the last month the largest 1M buying on record. $SPX $QQQ $IWM $NVDA $TSLA https://t.co/zkdNpkPJEh"
X Link 2025-10-09T02:15Z 59.1K followers, 254.4K engagements

"Court reignites battle over Erie Insurance fees shaking up industry $ERIE https://www.insurancebusinessmag.com/us/news/legal-insights/court-reignites-battle-over-erie-insurance-fees-shaking-up-industry-553257.aspx https://www.insurancebusinessmag.com/us/news/legal-insights/court-reignites-battle-over-erie-insurance-fees-shaking-up-industry-553257.aspx"
X Link 2025-10-17T16:01Z 58.8K followers, 11.7K engagements

"A reminder that these $ERIE results mean very little without seeing the results from their unconsolidated insurance operations (Erie Exchange). Erie Indemnity Reports Third Quarter [----] Results $ERIE https://t.co/H0LYAIGJFS Erie Indemnity Reports Third Quarter [----] Results $ERIE https://t.co/H0LYAIGJFS"
X Link 2025-10-31T13:26Z 58.8K followers, 20K engagements

"We did this ROIC/IRR/MOIC analysis of the $IREN deal with $MSFT being as generous to IREN as possible. We used 5-yr life for the GPUs with 20% residual value. And only considered the supercluster/acceleration costs for the DC buildout at Childress"
X Link 2025-11-04T16:40Z 59.1K followers, 227K engagements

"So the cash-incinerating company at the epicenter of the AI Ecosystem whose CEO is already taunting non-existent short-sellers wants Federal taxpayer guarantees on its debt issuance AYFKM"
X Link 2025-11-06T00:55Z 59.1K followers, 189.6K engagements

"$150M mkt cap company announced development of a $100B AI data center site. $NUAI New Era has secured a land option for [----] acres in NM to build a 7GW #AI data center hub - combining 2GW natural gas with 5+GW planned nuclear. This is New Eras first wholly owned development. Initial power delivery expected in [----]. Read more: https://t.co/By0MIl0BMS New Era has secured a land option for [----] acres in NM to build a 7GW #AI data center hub - combining 2GW natural gas with 5+GW planned nuclear. This is New Eras first wholly owned development. Initial power delivery expected in [----]. Read more:"
X Link 2025-11-06T13:59Z 59.1K followers, 282.7K engagements

"If you were crowing about your stocks being up 200-400% Y/Y a few weeks ago but are now wondering why they are suddenly down 30-50% (with the market 2% off its ATH)you might want to read-up on beta"
X Link 2025-11-13T17:01Z 59.2K followers, 297.7K engagements

"What about direct unsecured consumer debt subprime auto loans BNPL implied rates etc. Theres lots of high-rate consumer lending occurring outside of credit cards. (Not to mention the Executive Branchs legal ability to cap rates) HUGE: President Donald J. Trump announces a one year cap on Credit Card Interest Rates of 10% effective January [--] [----]. 💸 https://t.co/WKJ4Fk4SnC HUGE: President Donald J. Trump announces a one year cap on Credit Card Interest Rates of 10% effective January [--] [----]. 💸 https://t.co/WKJ4Fk4SnC"
X Link 2026-01-10T15:08Z 59K followers, 43.5K engagements

"@joelhedwards Geothermal is an absurdly capital-intensive energy business. Ormat has a 3% pre-tax ROIC with EBITDA minus capex that is negative. Very expensive alternative energy. $ORA"
X Link 2026-01-26T00:15Z 59.2K followers, [----] engagements

"@IndraStocks @GothamResearch In the LTM Gain on Loan Sales was $1.1B at $CVNA or 94% of Pre-Tax Profit. I pretty much think that qualifies as a primary driver of profitability"
X Link 2026-01-30T16:01Z 59.2K followers, [----] engagements

"This is bad even by todays standards. #GoldenAge SCOOP: Days before the inauguration the Trump family secretly signed away 49% of World Liberty Financial their crypto company in a deal with a U.A.E. royal acc. to documents and people familiar. The $500M investment came months before the U.A.E. won access to U.S. AI chips🧵 SCOOP: Days before the inauguration the Trump family secretly signed away 49% of World Liberty Financial their crypto company in a deal with a U.A.E. royal acc. to documents and people familiar. The $500M investment came months before the U.A.E. won access to U.S. AI chips🧵"
X Link 2026-02-01T13:04Z 59.1K followers, 337.2K engagements

"Saying the quiet part out loud "Sometimes I wonder if my guys are betting on games" 😂 Tennessee head coach Rick Barnes on his team's bad passes Saturday vs. Auburn. (via @PaigeDauerFDP) https://t.co/0my9MQFp5G "Sometimes I wonder if my guys are betting on games" 😂 Tennessee head coach Rick Barnes on his team's bad passes Saturday vs. Auburn. (via @PaigeDauerFDP) https://t.co/0my9MQFp5G"
X Link 2026-02-01T17:14Z 59.2K followers, 65K engagements

"Just last week @SpaceX was floating a $1.5T valuation for its IPO. Now an implied $1.0T in its merger with @xai"
X Link 2026-02-03T00:28Z 59.1K followers, 49.7K engagements

"So all the hyperscalers/neoclouds/ex-Bitcoin miners bringing terrestrial data center capacity online in 2-3 yearsare now terminal shorts Because thats the logical conclusion of the data centers in space narrative"
X Link 2026-02-03T13:20Z 59.1K followers, 75.3K engagements

"Global leader in autonomous driving technology demands US Government help to compete versus the Chinese. $TSLA $TSLA - TESLA TO TELL SENATE COMMERCE COMMITTEE WEDNESDAY THAT CONGRESS MUST MODERNIZE SELF-DRIVING CAR REGULATIONS WARNING IF U.S. DOES NOT LEAD IN ROBOTAXI DEVELOPMENT "CHINA WILL BE THE DOMINANT MANUFACTURER OF TRANSPORTATION FOR THE 21ST CENTURY" -- WRITTEN TESTIMONY $TSLA - TESLA TO TELL SENATE COMMERCE COMMITTEE WEDNESDAY THAT CONGRESS MUST MODERNIZE SELF-DRIVING CAR REGULATIONS WARNING IF U.S. DOES NOT LEAD IN ROBOTAXI DEVELOPMENT "CHINA WILL BE THE DOMINANT MANUFACTURER OF"
X Link 2026-02-03T18:43Z 59.1K followers, 44.9K engagements

"@partners_road No mention of expensive urban office space rents $BX"
X Link 2026-02-04T12:56Z 59.1K followers, [----] engagements

"@BradMunchen The SpaceX capex numbers are way too low (and FCF too high) if the Starlink satellites only have a 5-year physical life. Adjusted EBITDA as a proxy for profitability at @SpaceX is highly misleading"
X Link 2026-02-04T13:25Z 58.8K followers, 12.6K engagements

"@kshaughnessy2 Simple $CVNA Question: What would its profits be if every customer simply paid cash for their car purchase If zero/negligible then its not about the business model/scaleits about subprime finance/accounting"
X Link 2026-02-04T14:23Z 59.2K followers, [----] engagements

"@JMoore1123 @kshaughnessy2 94% of LTM pre-tax profits. $CVNA"
X Link 2026-02-04T16:00Z 58.8K followers, [---] engagements

"@swaminonymous @kshaughnessy2 $ALLY trades at 18x EPS and 1.0x BV. $CVNA"
X Link 2026-02-04T16:38Z 59.2K followers, [---] engagements

"@DarioCpx An equipment leasing company that loses money even at 10-year depreciable life for its GPUs. Quite the business model. $CRWV"
X Link 2026-02-04T19:50Z 59.1K followers, 10.8K engagements

"@baparish @kshaughnessy2 Again truewhich is why those companies ($KMX $ALLY etc) trade at 15-18x EPS. $CVNA"
X Link 2026-02-04T21:21Z 59.2K followers, [---] engagements

"@UnicusResearch 87% of Teslas FY [----] revenue was Automotive Sales and Services. So while it may not be valued like an automobile OEMits pretty clearly a car company in reality"
X Link 2026-02-06T21:03Z 59.1K followers, 10.7K engagements

"@LawrenceLepard @PowerLunch On June 10th on Bloomberg TV Michael Saylor claimed exactly that namely that $MSTR should be valued not just at NAV but additionally by capitalizing Bitcoin profits from mark-to-market"
X Link 2026-02-06T21:50Z 59K followers, [----] engagements

"@TheTechInvest It was so exceptional that FY [----] and [----] Adjusted EPS estimates dropped after their 2Q results. $IREN"
X Link 2026-02-09T13:19Z 58.9K followers, [----] engagements

"@MrMojoRisinX The market for these companies is so healthy that they wont have to mark their portfolios down"
X Link 2026-02-11T13:41Z 59.1K followers, [----] engagements

"@jbulltard1 $IBMs greatest innovations in the 21st Century have been in financial engineering"
X Link 2026-02-12T16:13Z 59.2K followers, [----] engagements

"Dont know if this deal happens and its not particularly big but trying to buyout your resellers is usually a huge red flag. Its often a way to bury inventory costs and/or avoid receivables provisioning. $NVDA"
X Link 2025-03-26T18:48Z 59.2K followers, 674.5K engagements

"@LawrenceLepard Here is the interview where Saylor claims that the $MSTR Bitcoin mark-to-market profits deserve a [--] to [--] multiple. From the 4:00 minute mark. #Gibberish On @BloombergTV: I explain $STRK $STRF $STRD the risk of shorting $MSTR the rise of Bitcoin Treasury Companies our 100% BTC @Strategy debunk Quantum FUD and show why AI is bullish for Bitcoin. https://t.co/mOAaAm6DaD On @BloombergTV: I explain $STRK $STRF $STRD the risk of shorting $MSTR the rise of Bitcoin Treasury Companies our 100% BTC @Strategy debunk Quantum FUD and show why AI is bullish for Bitcoin."
X Link 2026-02-06T21:56Z 59.2K followers, 15.9K engagements

"The $MSTR CEO who along with Michael Saylor tried to convince investors to capitalize their mark-to-market Bitcoin gains last spring is now telling investors to ignore the GAAP mark-to-market losses #Shameless @PowerLunch"
X Link 2026-02-06T19:55Z 59.2K followers, 85.3K engagements

"This seems more timely than ever: JUST IN: Elon Musk to build city on the Moon JUST IN: Elon Musk to build city on the Moon"
X Link 2026-02-09T20:01Z 59.2K followers, 18.3K engagements

"(3) And given their options/crypto exposure its safe to say the $HOOD customer base was probably leveraged long over this five year period. Yikes"
X Link 2026-02-11T18:55Z 59.2K followers, 14.7K engagements

"@neilcybart The $HOOD earnings deck"
X Link 2026-02-11T19:23Z 59.2K followers, [----] engagements

"Stock prices Bro doing a lot of heavy lifting today"
X Link 2026-02-11T20:32Z 59.2K followers, 19.4K engagements

"Evaluation Awareness: The bombs didnt know they were being inspected. @Blockstradamus_ Agree hard on capital is racing regulation is national deployment is global. Thats the sharpest framing of the structural problem Ive seen in any reply here. But governance catches up is doing a LOT of heavy lifting. Nuclear: [--] years from first detonation to Partial @Blockstradamus_ Agree hard on capital is racing regulation is national deployment is global. Thats the sharpest framing of the structural problem Ive seen in any reply here. But governance catches up is doing a LOT of heavy lifting. Nuclear:"
X Link 2026-02-12T14:20Z 59.2K followers, 12.3K engagements

"Impressive until you realize that California single-passenger commuters drive approximately [---] million rides per month Monday-Friday. Self-driving taxi company Waymo is now doing over [---] million rides per month in California a 22x increase over the past two years. https://t.co/l5IYmkeySJ https://t.co/9WZzgIwctS Self-driving taxi company Waymo is now doing over [---] million rides per month in California a 22x increase over the past two years. https://t.co/l5IYmkeySJ https://t.co/9WZzgIwctS"
X Link 2026-02-14T23:30Z 59.2K followers, 47.9K engagements

"So 10x todays global GDP ($1 Quadrillion) in [--] years Thats also only a mere 43% CAGR from todays $68000 price. Lol ok. Bitcoin could hit $50 million in [--] years. Not by replacing the dollar. But because it will become a new form of global collateral for sovereign states and countries. The math driving $BTC will go parabolic. @EricJackson explains the thesis. https://t.co/Zndcihcez5 Bitcoin could hit $50 million in [--] years. Not by replacing the dollar. But because it will become a new form of global collateral for sovereign states and countries. The math driving $BTC will go parabolic. "
X Link 2026-02-16T04:37Z 59.2K followers, 48.4K engagements

"As we have gotten some inquiries I can confirm that we have unwound our $MSTR/Bitcoin hedged trade as of yesterdays open"
X Link 2025-11-08T13:41Z 59.2K followers, 1.1M engagements

"Ormaybe the fact that a number of Bitcoin miners-turned-AI-data-center companies have announced massive new powered sites out of the blue means that access to permitted power isnt such a constraint anymore. $IREN $CIFR $WULF $IREN just announced a new [---] GW site like it was nothing I dont think people understand the scale of that A few months ago the stock wouldve been up 20% on this news alone Now its down 24% in the post-market Crazy how fast the market can change what it likes https://t.co/XrlhCIEiJp $IREN just announced a new [---] GW site like it was nothing I dont think people understand"
X Link 2026-02-06T14:34Z 59.2K followers, 48.2K engagements

"Given that $DKNG trades at only 3x revenues the prediction market business is relatively immaterial ($1.50 per share) to $HOODs current valuation. Online casinos Online brokers. Nutty stat from Robinhood $HOOD earnings tonight: Prediction markets now up to $435m in annualized revenue as of Q4; up 3.8x from $115m just a quarter ago https://t.co/lHH15nNOwL Nutty stat from Robinhood $HOOD earnings tonight: Prediction markets now up to $435m in annualized revenue as of Q4; up 3.8x from $115m just a quarter ago https://t.co/lHH15nNOwL"
X Link 2026-02-11T12:16Z 59.2K followers, 27.6K engagements

"Whatever your view on $HOOD being a casino vs a financial platform the following observation is stunning to me: If we include Januarys estimated loss of $(4-5)B Robinhoods customers have made very little money since the Meme Stock Era ended (6/30/21)"
X Link 2026-02-11T18:43Z 59.2K followers, 305.4K engagements

"@DzambhalaHODL Its about $5B in cumulative gains from 6/30/21 (Meme Stock Peak) inclusive of January 2026s estimated loss ($4-5B)"
X Link 2026-02-11T19:53Z 59.2K followers, [----] engagements

"@hoomansv Apparently not"
X Link 2026-02-11T23:26Z 59.2K followers, [----] engagements

"If Ernst & Young is allowing $ERIE Indemnity to keep all of their actual captive insurance operations (the Erie Exchange) off their financial statements then we shouldnt be surprised about their opinion about $METAs giant data center SPV accounting treatment"
X Link 2026-02-12T12:24Z 59.2K followers, 11.3K engagements

"Wait till they discover the wonders of Construction in Process deferral accounting @JonathanWeil Heard on the Street: A major concern for investors during the AI boom is that they cant find depreciation expenses listed on the income statements for Alphabet Amazon Meta Microsoft or Oracle https://t.co/OVKXWw60oP Heard on the Street: A major concern for investors during the AI boom is that they cant find depreciation expenses listed on the income statements for Alphabet Amazon Meta Microsoft or Oracle https://t.co/OVKXWw60oP"
X Link 2026-02-12T15:07Z 59.2K followers, 65.8K engagements

"Are investors finally beginning to connect the AI-risk dots at $IBM Particularly given its India-centric body shop model and recent software acquisitions. Still trading at a premium to the hyperscalers"
X Link 2026-02-12T16:06Z 59.2K followers, 31.3K engagements

"Wait it just got moved to [----] last month. Now a major impact in [----] $TSLA h wie bitte Tesla Optimus Massenproduktion war doch fr [----] angekndigt dann (mein letzter Stand) fr [----]. Jetzt pltzlich nochmal [--] Jahre drauf geschlagen Ganz ehrlich NOCH NIE war die Verarschungstaktik von Elon Musk so offensichtlich wie derzeit. https://t.co/RyuEsqUzbU h wie bitte Tesla Optimus Massenproduktion war doch fr [----] angekndigt dann (mein letzter Stand) fr [----]. Jetzt pltzlich nochmal [--] Jahre drauf geschlagen Ganz ehrlich NOCH NIE war die Verarschungstaktik von Elon Musk so offensichtlich wie derzeit."
X Link 2026-02-16T19:51Z 59.2K followers, 67.3K engagements

"@NationsWealth (2) Including the $CFLT purchase $IBM will have averaged almost $7B in net acquisitions annually over the past decade. Yet EBIT has declined and ROIC has been cut in half over that ten years"
X Link 2025-12-09T16:33Z 58.1K followers, [----] engagements

"@yieldsearcher Whats really crazy is that the legacy data center paper for companies where Capex EBITDA has spreads at all-time lows $DLR $EQIX"
X Link 2025-12-15T21:19Z 58.1K followers, [----] engagements

"@AnthPB We were not short AI in [----] but have been short the legacy (CPU Cloud) data centers since June of [----]. The interview is reasonably clear on that point. $DBRG $DLR $EQIX"
X Link 2025-12-16T16:58Z 58K followers, 13.5K engagements

"Hilarious indeed. @packers Matt LaFleur blowing a 21-3 lead in the playoffs is even more hilarious when you realize he was on the Falcons sideline for 28-3 https://t.co/jAM4TNSzSu Matt LaFleur blowing a 21-3 lead in the playoffs is even more hilarious when you realize he was on the Falcons sideline for 28-3 https://t.co/jAM4TNSzSu"
X Link 2026-01-11T15:12Z 58.2K followers, 33.3K engagements

"Reminder with $PLNTs update this morning that membership per average club continues to trend below pre-Covid levels"
X Link 2026-01-13T03:32Z 57.9K followers, 10.5K engagements

"(2) And despite recent price hikes revenues/gym remains flat with the pre-Covid level of $1.9M per year. $PLNT"
X Link 2026-01-13T03:36Z 57.9K followers, [----] engagements

"Everyones getting in on the act lol. $TSLA If Elon hits his comp package goal of [--] million FSD subscriptions Tesla will be generating [--] billion in FSD subscription revenue every month. If Elon hits his comp package goal of [--] million FSD subscriptions Tesla will be generating [--] billion in FSD subscription revenue every month"
X Link 2026-01-15T03:06Z 58.1K followers, 42.1K engagements

"IDK but it seems like @Reuters may have buried the lede in their interview with the President"
X Link 2026-01-15T17:31Z 58.1K followers, 24.3K engagements

"@BrianMasck @garyblack00 Except that $AMZNs market cap at its peak in November [----] was $29B or 0.3% of US GDP. Today $TSLAs market cap of $1370B is 4.4% of US GDP. Big difference. http://Dot.com http://Dot.com"
X Link 2026-01-16T13:32Z 58.3K followers, [----] engagements

"@orrdavid (2)Whatever that is its not hedged and its not alpha adjusted for risk (as you like to claim about others). Also your private fund appears to have returns almost 2x those of your publicly-traded ETF. So maybe examine the risks you(and your investors) are taking first"
X Link 2026-01-18T14:33Z 58K followers, 12.3K engagements

"@AdamSchefter You can do that Because my team gave our coach an extension/raise for the same performance. #GoPackGo"
X Link 2026-01-19T15:01Z 57.9K followers, [----] engagements

"If each of them sell 10% of their valuation ($300B) in [----] that will represent roughly 30% of the US personal savings rate. Top IPOs Expected In [----] Which are you looking forward to the most https://t.co/9qKudzudo5 Top IPOs Expected In [----] Which are you looking forward to the most https://t.co/9qKudzudo5"
X Link 2026-01-20T01:05Z 58.1K followers, 40.8K engagements

"ALSO JUST IN: True FSD will carry manufacturers liability insurance so driver insurance will not be necessary. You are all being played again by two promotional companies. $LMND $TSLA JUST IN: Major car insurance company announces plan to cut costs to insure Tesla vehicles by 50% when FSD is rolled out because of data showing it reduces accidents. JUST IN: Major car insurance company announces plan to cut costs to insure Tesla vehicles by 50% when FSD is rolled out because of data showing it reduces accidents"
X Link 2026-01-21T21:21Z 58.2K followers, 86.5K engagements

"#GoldenAgeOfFraud"
X Link 2026-01-22T14:35Z 58.3K followers, 20.3K engagements

"How the Ivy League can win March Madness. #Madness Former pro player's return to Alabama men's basketball team sparks a scramble by the NCAA and college coaches. https://t.co/TJRz8CeXug Former pro player's return to Alabama men's basketball team sparks a scramble by the NCAA and college coaches. https://t.co/TJRz8CeXug"
X Link 2026-01-23T19:15Z 58.2K followers, 15.2K engagements

"Yes. Yes he did. (It got lost in all the Austin Robotaxi nonsense.) No Optimus revenues until [----] if then. $TSLA Wait did he just casually delay Optimus by [--] year Wait did he just casually delay Optimus by [--] year"
X Link 2026-01-23T22:22Z 58.3K followers, 85.2K engagements

"#GoldenAgeOfFraud President Donald J. Trump commuted the prison term of David Gentile who led GPB Capital less than two weeks after he began serving a seven-year sentence in a $1.6 billion fraud that prosecutors said harmed more than [-----] investors. https://t.co/rgdqQwqpOs. https://t.co/qYX2VLCyKU President Donald J. Trump commuted the prison term of David Gentile who led GPB Capital less than two weeks after he began serving a seven-year sentence in a $1.6 billion fraud that prosecutors said harmed more than [-----] investors. https://t.co/rgdqQwqpOs. https://t.co/qYX2VLCyKU"
X Link 2026-01-24T03:41Z 58.3K followers, 149.6K engagements

"@ICannot_Enough Lol youre celebrating in the end zone because after twelve years Teslas Full Self Driving software is still at Level 2-Supervised Dude you gotta get out of Moms Basement more often"
X Link 2026-01-24T17:29Z 57.9K followers, 46.1K engagements

"@ICannot_Enough Again why dont we let Tesla put this to rest"
X Link 2026-01-24T23:34Z 58K followers, 15.3K engagements

"And there it is. The TAM for space companies is by definition infinite. @PeterDiamandis Space-based industries will vastly exceed the value of all of Earth given that you could harness roughly [------] times more energy than Earth and still be using less than a millionth of the Suns energy @PeterDiamandis Space-based industries will vastly exceed the value of all of Earth given that you could harness roughly [------] times more energy than Earth and still be using less than a millionth of the Suns energy"
X Link 2026-01-25T18:41Z 58.3K followers, 38.3K engagements

"@gimgyujin16822 @Marc_750 Top line on what They need to commit more capital to earn more rent. They are a capital-intensive REIT not an AI company. The AI companies are $IRENs tenants"
X Link 2026-01-27T02:23Z 58.2K followers, [---] engagements

"@Dr_Gingerballs Does anyone still bother to check these wildly bullish claims with you know their actual financial statements Because $CRWV based on its annualized 3Q results would still be reporting losses USING 10-YR LIFE for its GPU depreciation Seems material"
X Link 2026-01-27T02:56Z 58.2K followers, [----] engagements

"@borisfain2 @Dr_Gingerballs In that case you should own the companies that build the models not the companies that build the data centers. The former are technology companies the latter are REITs"
X Link 2026-01-27T03:26Z 58.1K followers, [---] engagements

"Maybe send the @SECGov instead ICE to conduct immigration enforcement at Super Bowl LX at Levi's Stadium official says. https://t.co/jXOLjmsFFA ICE to conduct immigration enforcement at Super Bowl LX at Levi's Stadium official says. https://t.co/jXOLjmsFFA"
X Link 2026-01-27T13:56Z 58.7K followers, 17.3K engagements

"@DougKass @ScottWapnerCNBC @HalftimeReport Doug-The much bigger issue is the massive tailwind that a capex-driven boom gives to S&P [---] EPS given the mismatch between revenue/profit recognition ($NVDA etc) by the vendors versus the capitalization of those same dollars of cost by the hyperscalers. Becoming material"
X Link 2026-01-27T17:14Z 57.9K followers, [----] engagements

"Wait what Bill Belichick the 8-time Super Bowl-winning HC is not a first-ballot Hall of Famer per @SethWickersham and @DVNJr. Belichick fell short of the [--] out of [--] votes needed for induction to the Pro Football Hall of Fame in his first year of eligibility. https://t.co/ooJutI0C0Q Bill Belichick the 8-time Super Bowl-winning HC is not a first-ballot Hall of Famer per @SethWickersham and @DVNJr. Belichick fell short of the [--] out of [--] votes needed for induction to the Pro Football Hall of Fame in his first year of eligibility. https://t.co/ooJutI0C0Q"
X Link 2026-01-27T23:32Z 58.1K followers, 25.3K engagements

"@ferrajr But Kraft gets in Reminder that Belichick has two rings as a Giants DC as well"
X Link 2026-01-28T00:26Z 57.9K followers, [---] engagements

"This is a very big deal. With whom did they share this dataand why The Social Security Administration now says members of Elon Musks DOGE team working at the agency last year accessed and shared sensitive data. The disclosure seemed to confirm some key concerns first raised in a whistleblower complaint last summer filed by the agencys chief https://t.co/PFmAGp0xCb The Social Security Administration now says members of Elon Musks DOGE team working at the agency last year accessed and shared sensitive data. The disclosure seemed to confirm some key concerns first raised in a whistleblower"
X Link 2026-01-28T12:42Z 58.5K followers, 68.2K engagements

"@SamRo S&P Operating EPS were $41 in [----] the first full year after Netscapes introduction and $82 in [----] before the GFC. Thats a 6.5% CAGR right inline with long-term US corporate profit growth. The Internets impact on corporate profitability was imperceptible"
X Link 2026-01-28T13:46Z 58K followers, 11K engagements

"@MWM76 Great investigative work by @GothamResearch. Confirming the view that generating a $1.00 loan for $1.03 and then selling it for $1.15 to an affiliate is not a sustainable business model. Such gains were $1.1B in the LTM or 99% of $CVNAs pre-tax profit"
X Link 2026-01-28T19:12Z 58.6K followers, 62.7K engagements

"@gilbertenathan Im aware of that concept yes"
X Link 2026-01-28T21:58Z 58K followers, [----] engagements

"So AI leader $TSLA has to spend $2B to buy a tiny piece of another AI company"
X Link 2026-01-28T22:27Z 58.7K followers, 69.1K engagements

"@IndraStocks It is not necessarily fraud to sell loans to affiliates at uneconomic prices to the buyer if proper disclosures are made. But given the materiality of the gains (99% of LTM PBT) in this case the unwillingness to disclose details can certainly be questioned. $CVNA"
X Link 2026-01-28T23:14Z 58.5K followers, 18.3K engagements

"@EquityHaze Dont they already have the data Thats what weve been told for years"
X Link 2026-01-28T23:31Z 58K followers, [----] engagements

"@IndraStocks (2) And heres the important partThe Street has discussed this affiliated gain-on-sale issue for a few years now yet the Company has given virtually no disclosure about it nor addressed it head-on despite being a publicly-traded company. Why $CVNA"
X Link 2026-01-29T00:26Z 58.5K followers, [----] engagements

"@dolores_capital Wait did they promise amazing new products and revenues from said products within a year Nobody couldve seen that coming I bet $TSLA"
X Link 2026-01-29T01:13Z 58.1K followers, [----] engagements

"If you are a $CVNA shareholder this should terrify you. From what we now know about DriveTime thanks to @GothamResearch it was not extremely profitable when he posted that. Yesterday $CVNA Director and Chair of the Audit Committee apparently tweeted this outand then deleted it. https://t.co/aDLe2ifxXY Yesterday $CVNA Director and Chair of the Audit Committee apparently tweeted this outand then deleted it. https://t.co/aDLe2ifxXY"
X Link 2026-01-29T02:04Z 58.6K followers, 82.1K engagements

"@HedgeyeComm @SamofAmerica A positive ROI yes. But it looks like their ROIIC is plummeting. Not a good sign going forward(usually). $META"
X Link 2026-01-29T03:14Z 58.2K followers, 12.9K engagements

"Hell they didnt even win their own division. The Confederate States Army would have rolled any contemporary European army like a barrel. https://t.co/J65LxZSkx1 The Confederate States Army would have rolled any contemporary European army like a barrel. https://t.co/J65LxZSkx1"
X Link 2026-01-29T12:29Z 58.7K followers, 30.9K engagements

"@RHouseResearch TBF this is a red herring. No one serious is using 2-3 years (we use 5-yr with a 20% residual). And as you know $CRWV doesnt currently make money at 10-yr depreciation $MSFT"
X Link 2026-01-29T16:07Z 58.1K followers, [----] engagements

"@jaysyoon Lol youre an idiot. What is the ROIC of $521M of EBIT on $8800M of investment The spreadsheet you are showing excludes $2000M of direct investment in the data center itself. Only the acceleration costs ($1000M) are included"
X Link 2026-01-29T19:24Z 58.6K followers, 14.3K engagements

"#FundingSecured JUST IN: SpaceX is reportedly considering merging with Tesla JUST IN: SpaceX is reportedly considering merging with Tesla"
X Link 2026-01-30T02:49Z 58.7K followers, 37.6K engagements

"@MinotaurStocks @JarJovonovich @GothamResearch @HindenburgRes Take a look at the accruals in the DriveTime cash flow statement. Theres profit then theres profit. $CVNA"
X Link 2026-01-30T13:01Z 58.1K followers, [---] engagements

"The Tesla/SpaceX/xAI story being leaked last night now makes a bit more sense"
X Link 2026-01-30T20:55Z 58.7K followers, 319.4K engagements

"@funwithnumberz No one seems to care about lots of obvious lies fraud and deceptionuntil they do. Then they will a lot. #GoldenAgeOfFraud"
X Link 2026-01-30T21:44Z 58.4K followers, 28.7K engagements

"@ZuckermanRoy It would be a dilution disaster for $TSLA shareholders at the rumored valuations for SpaceX ($1.5T) and xAI ($250B). The new shareholders would immediately own almost 60% of the combined $3.1T company but would add only $100B in revenueswith a huge cash burn"
X Link 2026-01-31T13:22Z 58.1K followers, [----] engagements

"@ZuckermanRoy @lebron_ex The question is will @SpaceX and @xai private investors want to risk being marked down from the latest private mark valuations if they take $TSLA stock in a merger Because thats a very real possibility"
X Link 2026-01-31T17:01Z 58.2K followers, [---] engagements

"@funwithnumberz @SpaceX @xai Lol yes Im aware of that conflict-of-interest"
X Link 2026-02-03T00:53Z 58.3K followers, [----] engagements

"@roojoo3 @SpaceX @xai Not necessarily as it is reported that certain xAI shareholders may receive cash for their shares"
X Link 2026-02-03T11:57Z 58.3K followers, [---] engagements

"@Lazarus_Capital Again the idea that permitted power is a permanent constraint for data center buildouts in the US is absurd. For the next few years yes. After that no"
X Link 2026-02-03T17:47Z 58.3K followers, [----] engagements

"@RandolphDuke7 Yes but Bezos doesnt see data centers in space for at least a decade(but less that twenty years). $AMZN"
X Link 2026-02-03T21:05Z 58.5K followers, [----] engagements

"@HaydnBCole @DarioCpx It did turn out horribly for the investors if not for the founders. Comcast one of the successful publicly-traded survivors has dramatically underperformed the market since the 90s"
X Link 2026-02-05T12:18Z 58.5K followers, [---] engagements

"@DG_Invests So then what happened to the $225M AI ARR forecast for the December quarter and the $500M AI ARR forecast for the March quarter made just four months ago $IREN"
X Link 2026-02-05T22:18Z 58.7K followers, [----] engagements

"$PLTR management continues to ridicule the skeptics on their stock pricewhile they keep selling material amounts of shares. $PLTR president dumps $310M of the stock (largest sale ever) https://t.co/AFEGcxrlIt $PLTR president dumps $310M of the stock (largest sale ever) https://t.co/AFEGcxrlIt"
X Link 2025-03-17T21:44Z 59.2K followers, 271.8K engagements

"Yet another huge ($170M) $CVNA equity share sale filing yesterday by ESG II"
X Link 2025-06-13T12:52Z 59.2K followers, 26.8K engagements

"VW announcing a Level [--] Robotaxi rollout in [----] in LA (w/Uber). @PolitiReality Translation: "A total of [--] cameras nine LiDAR sensors and five radar devices will ensure safe and reliable autonomous driving." https://t.co/7TFMcipcci @PolitiReality Translation: "A total of [--] cameras nine LiDAR sensors and five radar devices will ensure safe and reliable autonomous driving." https://t.co/7TFMcipcci"
X Link 2025-06-24T13:26Z 59.2K followers, 552.7K engagements

"@ZuckermanRoy @lebron_ex @SpaceX @xai Theres a huge problem if you are the owner of a stake in an overvalued private company marked at 100x revenues that suddenly has public mark-to-market daily pricing risk"
X Link 2026-01-31T17:42Z 59.2K followers, [---] engagements

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